RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$639K
3
+$479K
4
CL icon
Colgate-Palmolive
CL
+$454K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$449K

Top Sells

1
+$1.53M
2
+$1.08M
3
+$801K
4
MELI icon
Mercado Libre
MELI
+$710K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$568K

Sector Composition

1 Technology 17.32%
2 Financials 11.18%
3 Energy 6.81%
4 Healthcare 5.92%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-9,102
177
– –
-2,446
178
– –
-2,549
179
– –
-3,688
180
– –
-346
181
– –
-858
182
– –
-6,840
183
– –
-2,532
184
– –
-3,398
185
– –
-8,967
186
– –
-2,802
187
– –
-1,080
4 5 6 7
8